LightSquare Wealth Management, LLC
Position in CARE — Carter Bankshares, Inc.
CIK 2118318
BINGHAM FARMS, MI
Position in CARE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$500,253
New position
Shares Held
14,709
first reported quarter
Ownership
0.066%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#86
of 162 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LightSquare Wealth Management, LLC holds $500,253 across 1 Banks - Regional name. CARE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARE |
Carter Bankshares, Inc.
This page
|
14,709 | $500,253 |
All Filings in CARE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,253 | 14,709 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||